About Us

LMT has been in the financial industry since 1991 specializing in insurance, retirement planning, and investments. The San Diego branch was under Promark Financial until 2010. We have earned the reputation of being one of the most successful sales organizations for top carriers in the industry. In our business, we’re only as good as the company we keep. That’s why we’ve developed solid, long-term relationships with companies that are top-rated with a minimum “A – Excellent” rating from AM Best, Standard and Poor’s & Moody’

Vision

We commit to create outstanding value to our clients and team members by providing exceptional service, training, innovative products and strategies that will enable them to achieve a better life and help others.

History

In 1991, LMT joined forces with Promark Financial and came onto the scene with a new and innovative way to do business in the financial market. LMT pioneered the way for business owners to utilize tax law “empowerment zones” to receive tax credits or vouchers hence saving them tens of thousands of dollars.

As LMT grew they expanded their client base to the largest group; the baby boomers who are the wealthiest group to enter pre-retirement and retirement years. In addition, to keeping middle America as their primary focus.

Today LMT offers a wide range of financial products and services ranging from investments to indexed annuities. By having a Registered Investment Advisor* on staff we have the ability evaluate your portfolio, make unbiased recomendations and recommend products that insurance agents and other non-security licensed individuals cannot.